Reporting

Failure Code Directory

CashLINQ Failure Codes Communication Error / GSE- No Response from Gateway / VE- SCHEDULE ERROR There was an interruption in communication during processing of the transaction and the transaction did not process as scheduled. Typically, once the account holder has been notified you can copy the transaction schedule and reschedule/resubmit the transaction.   GSE/VE- NEW PAY INFO REQUIRED There is an issue with the stored payment information and the transaction failed to process. The transaction Read more

SmoothPay Reporting

For those merchants using *SmoothPay: Once you log into your Qsuite account you will see an option in the header menu labeled “Reporting”. Click on the link to navigate to the Reporting Home page. You can then access SmoothPay from the menu or by selecting it from the left-side menu. Click on “Batch Detail” to open the SmoothPay report builder with predefined columns for running a detail of your activity subtotaled by Payment Date. This Read more

How do I create a Report?

Reporting lets you track and organize all the data flowing through your Q Suite. Below we’ll walk you through using the Report Builder to create a new report.   Reporting: Click on “Reporting” located at the top center of your Q Suite. This will load the Reporting home page and provide you with some saved report options. To create a report of your own, click on “Create a Report” located in the left-side menu. Choose Read more

Reporting Overview

You can track and organize all the data flowing into Qsuite using Reporting.  Here you will find canned reports as well as a report builder that allows you to create and save your own reports.   Don’t see a report section that you need? Access to reporting is permission based; check with your administrator to see if they can review your access and adjust your permissions accordingly.   Reporting Menu Reporting Home:  Return to the Reporting Read more

How do donors know about expired donations?

Reporting contains the end date for transactions.  You can add this column to your report, and then click on the ‘Advanced’ option in the Filter section to pull your report using the date range by End Date.  This allows you to see transactions that are scheduled to end in the specified time-frame and then you can decide how you want to follow up with your donors that are coming up on their end date.

How do I find my deposits?

The turnaround for transactions to deposit into your account can range from 48 hours to 10 business days depending on your setup and the payment method used.  The first thing you need to do is run a report in Qsuite for your transaction activity, but which report to run also depends on your setup.  Generally, transactions that run on a particular day will batch together, but it is important to note that transactions may carry Read more

How do I delete a Profile?

Occasionally, you may want to remove a Profile from the system. To do this, click on “Profile” at the top of your screen.  Next, click on “Find a Profile” in the side menu and search for the Profile you wish to delete by using the first or last name of the donor.  To delete their Profile simply click on the “X” (Delete Profile) action icon from the table. A confirmation screen will come up advising you Read more

Why did a transaction fail?

Anytime you need to look up or review your failed transactions you will want to generate your Failed Transaction Report. Follow these steps to run your Failed Transaction Report: 1.  Click on “Reporting” at the top of your Qsuite 2.  Click on “Failed Transaction Report” in Financial reporting 3.  Enter you start and end dates (maximum of 90-days at a time) and click “Run” 4.  Your report results will be display which you can choose Read more

What is a Late Return?

You may have noticed on your Failed Transaction Report a letter “L” in front of a Failure Code for an eCheck transaction or noticed the words “Late Return” on your SmoothPay Batch Detail report.  A Late Return happens when the donor’s bank is late to decline an eCheck transaction which has already deposited to your bank account.  This resulted in the debit of the Late Return from your account. Remember, there is no authorization process for an Read more